In this audiocast, Karl Siegling firstly discusses the Company’s recent performance, the interim dividend recently paid and the current composition of the portfolio. Karl then discusses some of CDO’s current investment themes and looks in detail at two of its current investments, Newcrest Mining and Meta Platforms. Karl Siegling finishes with the outlook for the rest of the year.
10 Books To Read Before Buying Your Next Stock
Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.
The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.
Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.